Steven Foster, CRM Product ManagerLyfe Langmead, CRM Senior Consultant

CRM 45 Tips in 45 minutes Challenge

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1

Group By in Outlook

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2

Add Columns in Outlook

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3

Moving Columns in Outlook

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4

Saving a Conditional

Formatted View

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5

Adding none Activity Reminders

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6

Creating Personalised

Shortcuts in outlook

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7

CRM Fields on Outlook Activity

records

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8

Managing Offline Sync in Outlook

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9

Preview your Calendar

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10

Quick Set Dates

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11

Setting Advanced Find to Detail View

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12

Managing personal Options

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13

Sending links to records and views

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14

Importing a list of existing contacts to create a Marketing

list

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15

Creating a marketing list from

an imported list

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16

Quick update Campaign

Responses using QR codes

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17

Managing Campaign Costs via Campaign Activities

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18

Using a Dialog to Copy a record

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19

Filtering a list in a Dialog

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20

Adding a column from a related

record to a chart

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21

Summing up a list using a Chart

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22

Auto Refresh Dashboards

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23

Visio click Map on Dashboard

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24

Fetch XML View for SSRS reports

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25

Cool Charts

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26

Mobile Express /m

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27

Free resources - Sonoma Edit in line

grids

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28

Free resources - Sonoma Universal

search

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29

Capturing Ad Hoc Data -

ClickDimensions

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30

Turning on Auditing, Managing Logs

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31

CRM 2013 – Touch Access

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32

CRM 2013 – Adding a User image

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33

CRM 2013 - Recently Viewed

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34

CRM 2013 - Quick Create Forms

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35

CRM 2013 - Quick View Cards

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36

CRM 2013 – PBL: making the “other”

field required

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37

CRM 2013 - Switching Business

Processes

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38

CRM 2013 - Field Help using

Description field

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39

CRM 2013 – Clicking on a phone call creates a phone

call activity

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40

CRM 2013 – Creating records in the mobile client

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41

CRM 2013 – Pin to Start – Mobile Client

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42

CRM 2013 – Mobile Client – Global

Search

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43

CRM 2013 – Mobile Client – Inline

adding Products to Optys

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44

Security Lock Down During Deployment

via a plugin

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45

Managing Robot Arm motions from

Azure and CRM

Any questions?

Thank you

@FozzyNZ

http://nakedcrm.com

http://www.linkedin.com/in/stevefoster

Steven.foster@intergen.co.nz

THE END

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CRM2013 Browser Access and Touch

Quick Create forms

Quick create activities

Switching processes

Business Logic Layer

Quick View Cards

Synchronous Workflows

Description Display as help ‘on hover’ over field

Mobile Client – Pin to start

Global Search on Mobile

Skype?

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45 tips in 45 minutesOutlook

Adding columns into views

Group By

Conditional formatting

Pinning views

Right click Recent records on folders

CRM fields on Emails, Appointments, Tasks

Add CRM actions into the ribbon

Offline Sync Views

Calendar Preview

Office 2013 Email suggested meetings and actions

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Productivity

Activity Feed

Setting dates 2/3 defaults 2/3/2013

Recently viewed Homepage

Setting default entity via options

Setting default view

Personal options – hide get started pane

Personal options – Advanced Find mode default

Sending links to views and records

Marketing Lists – Add from Import

Quick Create campaign responses

Dialogs – Copy contact / record

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Charts / Reporting

Visio click Map on Dashboard (Rex)

Adding a column from a related record – Adding Account ANZSIC

code to opportunities

Summing up using charts

Auto refresh dashboards – call centre usage

Save as and sharing

Fetch XML – SSRS Online

Power Pivot / Powerview – Visits on a map

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Web / Mobile / 3rd party

Mobile Express \m

ClickDimensions Forms integration

Capturing ad hoc data – i.e. golf handicap, t’shirt size, can

kick of workflows

Social Profile Page – displayed in the main form

Free resources - Sonoma Edit in line grids / Universal

search

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Rex Special

Security lock down via a plugin for deployment

Facebook Like Integration

3D printing of the sales funnel